Kistler-Tiffany Companies’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Kistler-Tiffany Companies’s Portfolio EFV Stock Details EFV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	$24.1K	Hold	493	–	–	﹤0.01%	595
2023 Q1	$23.9K	Hold	493	–	–	﹤0.01%	528
2022 Q4	$22.6K	Hold	493	–	–	﹤0.01%	523
2022 Q3	$19K	Hold	493	–	–	﹤0.01%	510
2022 Q2	$21K	Hold	493	–	–	﹤0.01%	495
2022 Q1	$25K	Hold	493	–	–	﹤0.01%	482
2021 Q4	$25K	Hold	493	–	–	﹤0.01%	464
2021 Q3	$25K	Sell	493 -187	-28%	-$9.69K	0.01%	461
2021 Q2	$35K	Buy	+680	New	+$36K	0.01%	408
2020 Q2	–	Sell	-205	Closed	-$10K	–	600
2020 Q1	$10K	Hold	205	–	–	﹤0.01%	435
2019 Q4	$10K	Hold	205	–	–	﹤0.01%	442
2019 Q3	$10K	Hold	205	–	–	﹤0.01%	446
2019 Q2	$10K	Hold	205	–	–	﹤0.01%	438
2019 Q1	$10K	Buy	205 +37	+22%	+$1.78K	﹤0.01%	429
2018 Q4	$8K	Hold	168	–	–	﹤0.01%	427
2018 Q3	$9K	Buy	168 +13	+8%	+$670	﹤0.01%	438
2018 Q2	$8K	Hold	155	–	–	﹤0.01%	430
2018 Q1	$8K	Sell	155 -29	-16%	-$1.63K	﹤0.01%	443
2017 Q4	$10K	Hold	184	–	–	﹤0.01%	434
2017 Q3	$10K	Hold	184	–	–	﹤0.01%	416
2017 Q2	$10K	Buy	184 +24	+15%	+$1.24K	﹤0.01%	400
2017 Q1	$8K	Hold	160	–	–	﹤0.01%	413
2016 Q4	$8K	Hold	160	–	–	﹤0.01%	420
2016 Q3	$7K	Buy	+160	New	+$7.2K	﹤0.01%	451

Other funds holding EFV

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Kistler-Tiffany Companies's EFV Position: Q2 2023 in Review

Kistler-Tiffany Companies held its iShares MSCI EAFE Value ETF (EFV) position steady in Q2 2023 at 493 shares worth $24.1K. The position accounts for ﹤0.01% of the portfolio, ranked #595.

Kistler-Tiffany Companies first reported a position in EFV in Q3 2016 and has held it in 24 quarters since. The position peaked at $35K in Q2 2021. 810 funds tracked by Wall St. Rank hold EFV as of Q2 2023.

Kistler-Tiffany Companies held 493 shares of iShares MSCI EAFE Value ETF worth $24.1K as of Q2 2023.
Kistler-Tiffany Companies left its iShares MSCI EAFE Value ETF share count unchanged in Q2 2023.
iShares MSCI EAFE Value ETF made up ﹤0.01% of Kistler-Tiffany Companies's portfolio in Q2 2023, its #595 holding.
Kistler-Tiffany Companies first reported a position in iShares MSCI EAFE Value ETF in Q3 2016 and has held it in 24 quarters since.
Kistler-Tiffany Companies's iShares MSCI EAFE Value ETF position peaked at $35K in Q2 2021.
810 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2023.

Based on Kistler-Tiffany Companies's 13F filing for Q2 2023, filed 1 Aug 2023.